Sunday Finds

Ocado Group, Simon Erickson Talks Affirm

Catch-up on Our Shows From This Week:

• Deep Dive: Simon Erickson Talks Affirm

• Ocado Group: Not So Deep Dive

3 Good Reads:

• Good Stablecoins

• XPO Logistics Analysis

• Digital Turbine Deep Dive

1 Good Listen:

• Crisis Investing With Dan Rasmussen

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Smart and Funny Tweets:

Granite Bay Capital @GranitebayCap

The Gaming Ecosystem! Developers, Engines, eSports, Betting, Fantasy Sports, Streaming, Platforms, Enablers. Doesn't include everyone.....but it should be pretty damn close. What's got you most excited?

Masterly Inactive @masterly_in

1/ If you're finding out $DLO for the 1st time, please be careful. Apart from being richly valued (even pre-earnings), it was riding very soft Q2 comps as mgmt mentioned on the conf call. They don't expect these high growth rates to continue for the next few quarters

Michael Mitchell @IgnoreNarrative

OK so something that I don't talk about very often but is on my mind right now I've been involved in markets for 18 years. I've seen a lot of drawdowns and a few crashes I try as hard as I can to be dispassionate because I believe firmly it's critical to success But...

TikTok Investors @TikTokInvestors

Seems low tbh.

Rolf Degen @DegenRolf

Meta-analysis: The instruction "try to remain awake for as long as possible!" works successfully against insomnia. onlinelibrary.wiley.com/doi/full/10.11…

Kyle Cerminara, CFA @kcerminara

I love reading this every few months.

George @NoonSixCap